General information

Apex Financial Planning Limited

Type: NZ Limited Company (Ltd)
9429031308083
New Zealand Business Number
3196793
Company Number
Registered
Company Status
K641915 - Financial Service Nec
Industry classification codes with description

Apex Financial Planning Limited (New Zealand Business Number 9429031308083) was registered on 15 Nov 2010. 5 addresess are currently in use by the company: R251 State Highway 2, Bethlehem, Tauranga, 3110 (type: delivery, postal). 360A Maunganui Road, Mount Maunganui, Mount Maunganui had been their registered address, up until 11 Sep 2019. 100 shares are allocated to 1 shareholder who belongs to 1 shareholder group. The first group consists of 1 entity and holds 100 shares (100% of shares), namely:
Morgan Steel Financial Services Limited (an other) located at Bethlehem, Tauranga postcode 3110. "Financial service nec" (ANZSIC K641915) is the classification the ABS issued to Apex Financial Planning Limited. The Businesscheck data was last updated on 14 May 2025.

Current address Type Used since
R251 State Highway 2, Bethlehem, Tauranga, 3110 Registered & physical & service 11 Sep 2019
Po Box 16439, Bethlehem, Tauranga, 3147 Postal 03 Mar 2020
R251 State Highway 2, Bethlehem, Tauranga, 3110 Office 03 Mar 2020
R251 State Highway 2, Bethlehem, Tauranga, 3110 Delivery 07 Mar 2024
Contact info
64 7 9297376
Phone (Phone)
james.sheridan@sharenz.com
Email
No website
Website
Directors
Name and Address Role Period
James Sheridan
Pyes Pa, Tauranga, 3112
Address used since 01 Apr 2012
Director 15 Nov 2010 - current
Addresses
Other active addresses
Type Used since
R251 State Highway 2, Bethlehem, Tauranga, 3110 Delivery 07 Mar 2024
Principal place of activity
R251 State Highway 2 , Bethlehem , Tauranga , 3110
Previous address Type Period
360a Maunganui Road, Mount Maunganui, Mount Maunganui, 3116 Registered & physical 20 Jul 2012 - 11 Sep 2019
Level 6, 51-53 Shortland Street, Auckland, 1010 Physical & registered 26 Apr 2011 - 20 Jul 2012
51 Shortland Street, Auckland Central, Auckland, 1010 Registered & physical 15 Nov 2010 - 26 Apr 2011
Financial Data
Financial info
100
Total number of Shares
March
Annual return filing month
03 Mar 2025
Annual return last filed
NZ
Country of origin
Shares Allocation Number of Shares: 100
Shareholder Name Address Period
Morgan Steel Financial Services Limited
Other (Other)
Bethlehem
Tauranga
3110
15 Nov 2010 - current

Ultimate Holding Company
Effective Date 21 Jul 1991
Name Morgan Steel Financial Services Limited
Type Ltd
Ultimate Holding Company Number 1953321
Country of origin NZ
Address 31 Bradley Avenue
Pyes Pa
Tauranga 3112
Location
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